401k Plan data: CATHOLIC HEALTH GROUP 401(K) PLAN plan

CATHOLIC HEALTH GROUP 401(K) PLAN 401k Plan overview

Plan Name	CATHOLIC HEALTH GROUP 401(K) PLAN
Plan identification number	001

CATHOLIC HEALTH GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CATHOLIC FACILITIES OPERATIING LLC DBA CATHOLIC HEALTH FACILITIES has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC FACILITIES OPERATIING LLC DBA CATHOLIC HEALTH FACILITIES

Employer identification number (EIN): 810772438

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC HEALTH GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHARLES EDOUARD GROS
001 2016-01-01 CHARLES EDOUARD GROS

Plan Statistics for CATHOLIC HEALTH GROUP 401(K) PLAN

401k plan membership statisitcs for CATHOLIC HEALTH GROUP 401(K) PLAN

Measure Date Value
2022: CATHOLIC HEALTH GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 989
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 771
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 126
Total of all active and inactive participants 2022-01-01 897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 897
Number of participants with account balances 2022-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: CATHOLIC HEALTH GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 964
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 767
Number of retired or separated participants receiving benefits 2021-01-01 15
Number of other retired or separated participants entitled to future benefits 2021-01-01 106
Total of all active and inactive participants 2021-01-01 888
Total participants 2021-01-01 888
Number of participants with account balances 2021-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: CATHOLIC HEALTH GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,071
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 779
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 102
Total of all active and inactive participants 2020-01-01 893
Total participants 2020-01-01 893
Number of participants with account balances 2020-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 35
2019: CATHOLIC HEALTH GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,213
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,002
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 74
Total of all active and inactive participants 2019-01-01 1,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,076
Number of participants with account balances 2019-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: CATHOLIC HEALTH GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 939
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,106
Number of other retired or separated participants entitled to future benefits 2018-01-01 47
Total of all active and inactive participants 2018-01-01 1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,153
Number of participants with account balances 2018-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: CATHOLIC HEALTH GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 703
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 581
Number of other retired or separated participants entitled to future benefits 2017-01-01 39
Total of all active and inactive participants 2017-01-01 620
Total participants 2017-01-01 620
Number of participants with account balances 2017-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: CATHOLIC HEALTH GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 680
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 653
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 674
Total participants 2016-01-01 674
Number of participants with account balances 2016-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18

Measure	Date	Value
2022: CATHOLIC HEALTH GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	989
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	771
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	126
Total of all active and inactive participants	2022-01-01	897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	897
Number of participants with account balances	2022-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: CATHOLIC HEALTH GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	964
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	767
Number of retired or separated participants receiving benefits	2021-01-01	15
Number of other retired or separated participants entitled to future benefits	2021-01-01	106
Total of all active and inactive participants	2021-01-01	888
Total participants	2021-01-01	888
Number of participants with account balances	2021-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: CATHOLIC HEALTH GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,071
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	779
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	102
Total of all active and inactive participants	2020-01-01	893
Total participants	2020-01-01	893
Number of participants with account balances	2020-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	35
2019: CATHOLIC HEALTH GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,213
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,002
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	74
Total of all active and inactive participants	2019-01-01	1,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,076
Number of participants with account balances	2019-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: CATHOLIC HEALTH GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	939
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,106
Number of other retired or separated participants entitled to future benefits	2018-01-01	47
Total of all active and inactive participants	2018-01-01	1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,153
Number of participants with account balances	2018-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: CATHOLIC HEALTH GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	703
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	581
Number of other retired or separated participants entitled to future benefits	2017-01-01	39
Total of all active and inactive participants	2017-01-01	620
Total participants	2017-01-01	620
Number of participants with account balances	2017-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: CATHOLIC HEALTH GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	680
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	653
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	674
Total participants	2016-01-01	674
Number of participants with account balances	2016-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18

Financial Data on CATHOLIC HEALTH GROUP 401(K) PLAN

Measure	Date	Value
2022 : CATHOLIC HEALTH GROUP 401(K) PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,648
Total income from all sources (including contributions)	2022-12-31	$-183,778
Total of all expenses incurred	2022-12-31	$526,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$498,885
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$503,622
Value of total assets at end of year	2022-12-31	$3,451,995
Value of total assets at beginning of year	2022-12-31	$4,164,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,244
Total interest from all sources	2022-12-31	$1,476
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,139
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$395,312
Participant contributions at end of year	2022-12-31	$26,460
Participant contributions at beginning of year	2022-12-31	$34,257
Participant contributions at end of year	2022-12-31	$1,000
Participant contributions at beginning of year	2022-12-31	$1,000
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-710,555
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,451,995
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,162,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$22,244
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,922,385
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,552,428
Interest on participant loans	2022-12-31	$1,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$391,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$419,673
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-693,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$108,310
Employer contributions (assets) at end of year	2022-12-31	$110,560
Employer contributions (assets) at beginning of year	2022-12-31	$156,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$498,885
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HMM CPAS LLP
Accountancy firm EIN	2022-12-31	465416249
2021 : CATHOLIC HEALTH GROUP 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,648
Total income from all sources (including contributions)	2021-12-31	$998,550
Total of all expenses incurred	2021-12-31	$285,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$232,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$600,313
Value of total assets at end of year	2021-12-31	$4,164,198
Value of total assets at beginning of year	2021-12-31	$3,452,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$53,281
Total interest from all sources	2021-12-31	$1,406
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,192
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$445,723
Participant contributions at end of year	2021-12-31	$34,257
Participant contributions at beginning of year	2021-12-31	$37,398
Participant contributions at end of year	2021-12-31	$1,000
Participant contributions at beginning of year	2021-12-31	$1,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$2,648
Other income not declared elsewhere	2021-12-31	$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$712,731
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,162,550
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,449,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$53,281
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,552,428
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,834,423
Interest on participant loans	2021-12-31	$1,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$419,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$410,078
Net investment gain/loss from pooled separate accounts	2021-12-31	$392,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$154,590
Employer contributions (assets) at end of year	2021-12-31	$156,840
Employer contributions (assets) at beginning of year	2021-12-31	$168,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$232,538
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HMM CPAS LLP
Accountancy firm EIN	2021-12-31	465416249
2020 : CATHOLIC HEALTH GROUP 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,648
Total income from all sources (including contributions)	2020-12-31	$1,000,929
Total of all expenses incurred	2020-12-31	$231,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$207,918
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$657,424
Value of total assets at end of year	2020-12-31	$3,452,467
Value of total assets at beginning of year	2020-12-31	$2,681,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,884
Total interest from all sources	2020-12-31	$896
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,901
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$487,177
Participant contributions at end of year	2020-12-31	$37,398
Participant contributions at beginning of year	2020-12-31	$17,891
Participant contributions at end of year	2020-12-31	$1,985
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$2,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$769,566
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,449,819
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,680,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$20,884
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,834,423
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,152,199
Interest on participant loans	2020-12-31	$896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$410,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$350,202
Net investment gain/loss from pooled separate accounts	2020-12-31	$338,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$168,583
Employer contributions (assets) at end of year	2020-12-31	$168,583
Employer contributions (assets) at beginning of year	2020-12-31	$161,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$207,918
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HMM CPAS LLP
Accountancy firm EIN	2020-12-31	465416249
2019 : CATHOLIC HEALTH GROUP 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,648
Total income from all sources (including contributions)	2019-12-31	$1,003,281
Total income from all sources (including contributions)	2019-12-31	$1,003,281
Total of all expenses incurred	2019-12-31	$189,111
Total of all expenses incurred	2019-12-31	$189,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$163,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$163,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$675,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$675,073
Value of total assets at end of year	2019-12-31	$2,681,901
Value of total assets at end of year	2019-12-31	$2,681,901
Value of total assets at beginning of year	2019-12-31	$1,867,731
Value of total assets at beginning of year	2019-12-31	$1,867,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,390
Total interest from all sources	2019-12-31	$949
Total interest from all sources	2019-12-31	$949
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,171
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,171
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,171
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$502,493
Contributions received from participants	2019-12-31	$502,493
Participant contributions at end of year	2019-12-31	$17,891
Participant contributions at end of year	2019-12-31	$17,891
Participant contributions at beginning of year	2019-12-31	$17,425
Participant contributions at beginning of year	2019-12-31	$17,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$814,170
Value of net income/loss	2019-12-31	$814,170
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,680,253
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,680,253
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,866,083
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,866,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$25,390
Investment advisory and management fees	2019-12-31	$25,390
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,152,199
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,152,199
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,468,232
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,468,232
Interest on participant loans	2019-12-31	$949
Interest on participant loans	2019-12-31	$949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$350,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$350,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$284,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$284,099
Net investment gain/loss from pooled separate accounts	2019-12-31	$324,088
Net investment gain/loss from pooled separate accounts	2019-12-31	$324,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$172,580
Contributions received in cash from employer	2019-12-31	$172,580
Employer contributions (assets) at end of year	2019-12-31	$161,609
Employer contributions (assets) at end of year	2019-12-31	$161,609
Employer contributions (assets) at beginning of year	2019-12-31	$97,975
Employer contributions (assets) at beginning of year	2019-12-31	$97,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$163,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$163,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HMM CPAS LLP
Accountancy firm name	2019-12-31	HMM CPAS LLP
Accountancy firm EIN	2019-12-31	465416249
Accountancy firm EIN	2019-12-31	465416249
2018 : CATHOLIC HEALTH GROUP 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,648
Total income from all sources (including contributions)	2018-12-31	$526,338
Total of all expenses incurred	2018-12-31	$207,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$181,828
Expenses. Certain deemed distributions of participant loans	2018-12-31	$935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$620,418
Value of total assets at end of year	2018-12-31	$1,867,731
Value of total assets at beginning of year	2018-12-31	$1,548,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,551
Total interest from all sources	2018-12-31	$706
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,646
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$383,483
Participant contributions at end of year	2018-12-31	$17,425
Participant contributions at beginning of year	2018-12-31	$5,084
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$138,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,648
Administrative expenses (other) incurred	2018-12-31	$24,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$319,024
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,866,083
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,547,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,468,232
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,260,030
Interest on participant loans	2018-12-31	$706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$284,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$245,151
Net investment gain/loss from pooled separate accounts	2018-12-31	$-97,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$97,975
Employer contributions (assets) at end of year	2018-12-31	$97,975
Employer contributions (assets) at beginning of year	2018-12-31	$38,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$181,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HMM CPAS LLP
Accountancy firm EIN	2018-12-31	465416249
2017 : CATHOLIC HEALTH GROUP 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,648
Total income from all sources (including contributions)	2017-12-31	$701,127
Total of all expenses incurred	2017-12-31	$73,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$63,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$562,304
Value of total assets at end of year	2017-12-31	$1,548,707
Value of total assets at beginning of year	2017-12-31	$919,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,815
Total interest from all sources	2017-12-31	$2,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$282,970
Participant contributions at end of year	2017-12-31	$5,084
Participant contributions at beginning of year	2017-12-31	$2,400
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$240,892
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,648
Administrative expenses (other) incurred	2017-12-31	$9,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$628,023
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,547,059
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$919,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,260,030
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$690,919
Interest on participant loans	2017-12-31	$114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$245,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$175,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$136,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$38,442
Employer contributions (assets) at end of year	2017-12-31	$38,442
Employer contributions (assets) at beginning of year	2017-12-31	$50,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$63,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HMM CPAS LLP
Accountancy firm EIN	2017-12-31	465416249
2016 : CATHOLIC HEALTH GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$392,894
Total of all expenses incurred	2016-12-31	$64,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$55,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$354,401
Value of total assets at end of year	2016-12-31	$919,036
Value of total assets at beginning of year	2016-12-31	$590,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,440
Total interest from all sources	2016-12-31	$1,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$292,267
Participant contributions at end of year	2016-12-31	$2,400
Participant contributions at beginning of year	2016-12-31	$3,573
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$11,567
Administrative expenses (other) incurred	2016-12-31	$8,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$328,717
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$919,036
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$590,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$690,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$421,533
Interest on participant loans	2016-12-31	$128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$175,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$116,139
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$1,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$36,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$50,567
Employer contributions (assets) at end of year	2016-12-31	$50,567
Employer contributions (assets) at beginning of year	2016-12-31	$49,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$53,926
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HMM, CPAS LLP
Accountancy firm EIN	2016-12-31	465416249

Form 5500 Responses for CATHOLIC HEALTH GROUP 401(K) PLAN

2022: CATHOLIC HEALTH GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CATHOLIC HEALTH GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CATHOLIC HEALTH GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CATHOLIC HEALTH GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CATHOLIC HEALTH GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CATHOLIC HEALTH GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CATHOLIC HEALTH GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812952

Policy instance

Insurance contract or identification number	812952
Number of Individuals Covered	241
Total amount of commissions paid to insurance broker	USD $10,836
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,836
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812952

Policy instance

Insurance contract or identification number	812952
Total amount of commissions paid to insurance broker	USD $10,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,629
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812952

Policy instance

Insurance contract or identification number	812952
Number of Individuals Covered	262
Total amount of commissions paid to insurance broker	USD $7,983
Total amount of fees paid to insurance company	USD $1,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,983
Insurance broker organization code?	4
Amount paid for insurance broker fees	1280

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812952

Policy instance

Insurance contract or identification number	812952
Number of Individuals Covered	267
Total amount of commissions paid to insurance broker	USD $7,203
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	VARIABLE ANNUITIES
Commission paid to Insurance Broker	USD $6,218
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812952

Policy instance

Insurance contract or identification number	812952
Number of Individuals Covered	200
Total amount of commissions paid to insurance broker	USD $4,913
Total amount of fees paid to insurance company	USD $791
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	VARIABLE ANNUITIES
Commission paid to Insurance Broker	USD $4,913
Amount paid for insurance broker fees	791
Insurance broker organization code?	4

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812952

Policy instance

Insurance contract or identification number	812952
Total amount of commissions paid to insurance broker	USD $3,802
Total amount of fees paid to insurance company	USD $580
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	VARIABLE ANNUITIES
Commission paid to Insurance Broker	USD $3,802
Amount paid for insurance broker fees	580
Insurance broker organization code?	4
Insurance broker name	INTAC ACTUARIAL SERVICES, INC.

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Company Name:	CATHOLIC FACILITIES OPERATIING LLC DBA CATHOLIC HEALTH FACILITIES
Employer identification number (EIN):	810772438
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities